Solovis Blog

It’s a New Year – time to take inventory of what to keep and what to throw out in your institutional investing wardrobe. Here is our Top 10 Forecast for What’s In and What’s Out for 2019…a must have checklist for asset owners and asset allocators. The first piece in our Get Lean for 2019… Read more »

How one of the top 10 endowments saves $250,000 annually. Two hundred and fifty thousand dollars. That’s how much money one of the top 10 endowments in the country saved – along with dramatically improved data accuracy and significant time savings – after implementing the Solovis multi-asset class portfolio management platform. In a recent interview… Read more »

We are pleased to announce that Solovis has been named a finalist in the Family Wealth Report Awards 2019 for two categories – Portfolio Management Technology and Innovative Client Solution. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and… Read more »

Solovis investor Edison Partners set the stage for this fun video of Solovis CEO Josh Smith and Edison Partners GP Tom Vander Schaaf going head to head in an autocomplete match. Watch the video now to learn fun facts about these two fintech thought leaders. Now read Josh Smith’s bio and Tom Vander Schaaf’s bio… Read more »

Solovis is excited to announce that we’ve been named to LinkedIn’s 2018 Top Startups list! LinkedIn Top Startups ranks the most sought-after startups where professionals want to work and stay. The Top Startups methodology is fueled by a combination of LinkedIn data with an editorial lens. Rather than relying on questionnaires, it measures the behavior… Read more »